Google and Constellation sign 20-year nuclear power deal for PJM grid
Google and Constellation Energy (Nasdaq: CEG) announced a long-term clean energy agreement under which Constellation will add 890 megawatts of nuclear capacity to the PJM Interconnection grid through upgrades at 11 existing nuclear units in Illinois, Pennsylvania, and New Jersey.
The 20-year power purchase agreement will fund investments in turbines, steam generators, and digital control systems at the nuclear plants. The first uprate is expected to be delivered by 2028. Constellation said the deal represents more than $4.3 billion in new investment and is expected to sustain roughly 4,400 existing jobs while creating approximately 7,200 construction jobs during the build period.
Separately, the companies entered into a 15-year energy supply agreement covering an additional 2,700 MW from Constellation's existing fleet in the PJM market.
Constellation also selected Google Cloud and Gemini Enterprise under a five-year technology agreement to apply artificial intelligence to energy operations, targeting site selection, power flow modeling, asset health monitoring, and cybersecurity for operational technology networks.

"Our agreement with Constellation to fund nuclear reactor uprates will strengthen the PJM grid, which serves 67 million people, all while protecting energy affordability and supporting local union jobs," said Amanda Peterson Corio, global head of energy and power at Google.
Joe Dominguez, chairman, president and CEO of Constellation, said the collaboration "can serve as a model for how technology companies and the energy industry can work together to responsibly develop the digital economy."
The companies also announced a strategic framework to evaluate additional clean generation, storage, and demand response projects across the United States, with near-term focus on the PJM region.
The agreement aligns with the federal government's UPRISE program, which encourages public-private efforts to increase output from existing nuclear infrastructure, according to the companies' joint statement.

